Aisha Bibi
Pune
Summary
Experienced Financial Analyst with a background in managing and interpreting financial data to support business decision-making. Strong skills in budgeting, forecasting, and financial modeling paired with the ability to communicate complex financial concepts clearly. Notable impact made on previous work through identifying cost-saving opportunities and enhancing operational efficiency.
Overview
7
7
years of professional experience
Work History
Financial Analyst
UBS
PUNE
09.2022 - Current
- Performed quantitative analysis of historical data to identify patterns or anomalies in the data set.
- Identified discrepancies in financial data and recommended corrective actions to resolve them.
- Prepared monthly balance sheets, income statements, cash flows statements, budgets.
- Conducted research into industry-specific market conditions and competitor analysis.
- Reviewed financial documents and records to assess accuracy and compliance with applicable laws, regulations, and standards.
- Analyzed trends in financial performance to identify areas for improvement.
- Provided financial analysis support during merger and acquisition (M&A) activities during UBS takeover of Credit Suisse.
- Analyzed financial statements to assess company health and identify investment opportunities.
Chartered Accountant Assistant
Credit Suisse
PUNE
04.2022 - 04.2023
- Maintained detailed records of all intercompany payments and receivables.
- Reviewed monthly financial statements for accuracy prior to submission to corporate office.
- Monitored changes in applicable laws and regulations affecting company operations, especially those relating to transfer pricing policies.
- Prepared journal entries, accruals and other adjustments as needed for accurate reporting of financial data.
- Analyzed and documented intercompany transactions to ensure compliance with corporate policy and accounting standards.
- Prepared and maintained accurate intercompany accounts, including reconciliations, and nostro settlements.
- Assisted in the preparation of month-end close process for assigned intercompany accounts.
- Worked closely with various departments such as legal, tax, treasury, finance, in order to ensure compliance with applicable laws and regulations concerning Inter-Company Transactions and Balances.
Intern
K Raghav & Associates- CA firm
Tata Nagar
02.2020 - 03.2022
- Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships including GST and VAT returns.
- Negotiated settlements between taxpayers and government agencies when necessary.
- Maintained up-to-date knowledge of all current developments in taxation law, regulation, policy or practice.
- Assisted clients with the preparation of financial documents related to taxes.
- Developed audit programs tailored to the specific needs of each client organization, conducted audits of entities having a capital structure of more than 500 cr.
- Performed post-audit follow-up activities including review of management's responses to audit findings.
Assistant Insolvency Professional
Amexis Professionals
Tata Nagar
10.2018 - 02.2020
- Evaluated client's eligibility for various forms of relief from creditor claims.
- Reviewed financial statements, tax returns and other documents to determine the extent of insolvency.
- Initiated contact with creditors regarding unpaid obligations.
- Assessed business operations to identify potential areas of cost savings.
- Participated in hearings related to bankruptcies and other matters before courts.
- Assisted in the preparation of petitions for liquidation or reorganization of assets.
Education
CA- Semi Qualified - Financial Management
Institute of Chartered Accountants of India
India06-2021
Bachelor of Commerce - Banking And Finance
Kolhan University
India06-2019
Skills
- Financial analysis
- Budget preparation
- Data analysis
- Regulatory compliance
- Market research
- Financial reporting
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Financial Analyst
UBS
09.2022 - Current
Chartered Accountant Assistant
Credit Suisse
04.2022 - 04.2023
Intern
K Raghav & Associates- CA firm
02.2020 - 03.2022
Assistant Insolvency Professional
Amexis Professionals
10.2018 - 02.2020
CA- Semi Qualified - Financial Management
Institute of Chartered Accountants of India
Bachelor of Commerce - Banking And Finance
Kolhan University